this post was submitted on 19 Mar 2025
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The problem is that those companies are monopolies and can raise prices indefinitely to pursue this shitty dream because they got governments in their pockets. Because gov are cloud / microsoft software dependent - literally every country is on this planet - maybe except China / North Korea and Russia. They can like raise prices 10 times in next 10 years and don't give a fuck. Spend 1 trillion on AI and say we're near over and over again and literally nobody can stop them right now.
IBM used to controll the hardware as well, what's the moat?
How many governments were using computers back then when IBM was controlling hardware and how many relied on paper and calculators ? The problem is that gov are dependend on companies right now, not companies dependent on governments.
Imagine Apple, Google, Amazon and Microsoft decides to leave EU on Monday. They say we ban all European citizens from all of our services on Monday and we close all of our offices and delete data from all of our datacenters. Good Fucking Luck !
What will happen in Europe on Monday ? Compare it with what would happen if IBM said 50 years ago they are leaving Europe.